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Do you currently use an advisor? - YesNo

How would you rate the financial advice you have received in the past? From 1-10, 1 being unsatisfactory, 10 being very satisfied? - 12345678910

What is the best way to reach you? - By PhoneBy Text MessageBy Email

What is your main concern with your current financial situation? - Reducing my debtPaying less TaxBusiness Loans & Business InsurancesPersonal Insurances: mortgage, life, critical illness, disability, or long term careBuying a Home, Business or ClinicInvestments and Saving for my RetirementSaving for my child (children) educationTax, Estate & Succession planningOther

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